Uncategorized | Coleman Report

What Brokers Need to Know from SBA Lenders to Earn Up to 2 Points Referral Fee — 11/5

What Brokers Need to Know from SBA Lenders to Earn Up to 2 Points Referral Fee Practical strategies and compliance essentials to maximize your SBA referral income 🗓️ Date & TimeWednesday, November 52PM Eastern Your Training Staff Moderated by Bob Coleman, Publisher, Coleman Report Panelists– David Marcantonio, President, One Source Business Capital and President, NASLB–…

Mastering SBA 7(a) Biz Aq Loans: Structure Deals for Perfect Compliance — 11/4

A Coleman Training WebinarDate: Tuesday, November 4, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording In FY 2025, 23.6% of SBA 7(a) loan dollars—over $9 billion—were used for business acquisitions, confirming that change-of-ownership financing remains one of the most active and scrutinized segments of the SBA program. With Baby Boomers still owning approximately 40% of all…

10 Tips to Streamline the SBA Credit Memo for Loans $350,000 and Under — 10/17

Simplify compliance, avoid costly mistakes, and speed up approvals on small loans under SOP 50 10 8. .. A Coleman Training WebinarDate: Friday, October 17 2025Time: 2:00 p.m. EasternIncludes e-certification & recording For many SBA lenders, the credit memo remains one of the most time-consuming and frustrating parts of the loan process. Even small loans…

SBA Leadership: Lender Servicing & Portfolio Strategy with New SOP 5057 4 — 11/6

Executive team insights, metrics, and controls needed to oversee your 7(a) loan portfolio under the new SBA servicing and liquidation SOP — including managing difficult servicing and liquidation issues that could jeopardize the guaranty A Coleman Training WebinarDate: Thursday, November 6, 2025 Time: 2:00 p.m. EasternIncludes e-certification & recording When SOP 5057 4 takes effect…

New SOP 50 57 4 Effective November 1: SBA Mandatory Deadlines and Expanded Guaranty Repair and Denial Guidance — 11/12

What every SBA lender must know events that trigger the 24-month liquidation clock, 30-day Wrap-Up Report rule, and the expanded list of guaranty repair triggers .. A Coleman Training WebinarDate: Wednesday, November 12, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording SBA lenders are facing a wave of new compliance challenges with SOP 50 57 4,…

Coleman’s 721110 Report — SBA Motel & Hotel Lending

About Coleman’s 721110 Report Coleman’s 721110 Report is the premier online resource devoted excl… Subscribers, please login New subscription order page Username or E-mail Password * Remember Me Forgot Password

Spotting Borrower Fraud and Reporting to SBA’s OIG, as Required by Law — 10/9

SBA Lender Loan Fraud Reporting Obligations .. A Coleman Training WebinarDate: Thursday, October 9, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording Zero-Tolerance Fraud Policy Begins Now SBA has made fraud prevention a top priority for 2025 under the new administration. Fraud enforcement is now front and center, and lenders are expected to take swift and…

Avoid the Top Ten Equity Injection Mistakes That Put Your SBA Guaranty at Risk — 10/22

Practical training with former SBA Deputy Director Lance Sexton on how seasoned loan closers document equity injections to achieve 100% audit compliance under SOP 5010 8. .. A Coleman Training WebinarDate: Wednesday, October 22, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording Equity injection documentation continues to be one of the most heavily scrutinized areas in…

Coleman’s 15th Annual SBA Hospitality 7(a) & 504 Financing Webinar — 9/16

Featuring the Anticipated $10 Million SBA Loan Cap Increase, 2025 Policy Updates, & Underwriting Addendum Checklist .. A Coleman Training WebinarDate: Tuesday, September 16, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording Hospitality continues to be one of the busiest sectors for SBA financing. Hotels, limited service properties, extended stay, and boutique concepts remain in high…

What Brokers Need to Know From SBA Lenders to Earn Up to 2 Points Referral Fee — 9/9

Get insider knowledge from an SBA lender turned broker! A Coleman Webinar Date: Tuesday, September 9, 2025 Time: 2:00 p.m. Eastern Includes e-certification & recording Join us as Gary Griffin, a trusted industry leader and former SBA lender, shares his expertise to help loan brokers level up their game. Discover how to streamline your processes,…